See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,049 | $100,773-10.6% | $88,946+1.2% | $142,382-36.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 15.63% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $14,266 | $2,918+389.0% | $2,555+458.4% | $4,299+231.8% |
| Participant deferral / active EE | $6,135 | $5,230+17.3% | $4,581+33.9% | $6,507-5.7% |
| Admin fee / account holder | $699 | $9,693-92.8% | $8,261-91.5% | $12,624-94.5% |